Okta Certified Workflows - Specialty · Part I
Building Flows
43% of Part I — the exam's largest section, split across 4 modules.
Building Flows · Module 2
Sub-topic: Customize Cards
this deck covers 3 of 3 sub-topics in this module
↑ Module 2 Overview
The Task
"Customize cards by editing properties, selecting/deselecting fields, renaming inputs/outputs, modifying schedule settings"
You can customize a Workflows event or action card in three ways: change the title and description, reorder the fields on the card, and choose which output fields are displayed.
Editing Card Properties
1. Gear icon (Other options) → Edit card, to turn on editing mode
2. Pencil icon next to the card name → Rename Card dialog → change Display Name and Description → Save
3. Pencil icon next to any field → Customize Field dialog → change Display Name, Field Type (when applicable), Default Value → Save
4. Optionally drag any field to reorder it, then click Save on the card
If a card has no Save button (e.g. the Compose card), turn off editing mode the same way you turned it on — via the gear icon's Edit card toggle.
Choosing Which Fields Appear
When you add an event or action card with dynamically generated fields, Okta prompts you to select or deselect fields via checkboxes — useful for cards that could otherwise show hundreds of fields. You can type in a search box to filter the list, and clicking Done leaves only the checked fields visible on the card.
Schedule Settings
Non-webhook app events and scheduled events expose a Schedule Options button on the card. This is how you override the polling default — recall from the triggers deck that "most of these cards poll the connected application for new data every five minutes by default," and schedule options are exactly where that gets changed to a custom interval.
Other Per-Card Options
Collapse / Expand — reduce visual clutter; state is retained
Run this card — test with sample inputs (action/function cards only)
Endpoint Settings — security level and invocation URLs (API Endpoint event cards only)
Filter Fields — narrow a long field list by search text
Duplicate — clone a card with all its edited options
Run When — fire once per record, once for all new records, or only when none are found (app events)
Error handling — automatic retry or an error-handling flow on failure
The Angle — What Trips People Up
Watch for this in your own sandbox run:
→ Renaming a card's display fields and expecting Save to auto-apply on cards without a Save button — toggle Edit card off via the gear icon instead.
→ Assuming schedule settings are available on every event card — they only appear on non-webhook app events and scheduled events, not webhook-driven ones.
One Line To Remember
Customizing a card means Edit card mode (rename card/fields via pencil icons, reorder, Save), Choose fields (checkbox selection for dynamically generated fields), and Schedule Options (overriding the ~5-minute polling default on non-webhook app/scheduled events). Other per-card controls — Run this card, Endpoint Settings, Duplicate, Run When, Error handling — round out how far a card's behavior can be tuned without touching the underlying connector.
Sources: help.okta.com — Customize a card (ext-customize-card); Cards in flows (ext-about-cards)
✓ Module 2 — 3 of 3 sub-topics complete